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Kingswood Wealth Advisors’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Kingswood Wealth Advisors’s Portfolio BUFQ Stock Details BUFQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,882
Closed -$414K – 874
2025
Q3 		$414K Sell
11,882
-1,557
-12% -$52.9K 0.03% 531
2025
Q2 		$446K Sell
13,439
-5,388
-29% -$167K 0.04% 446
2025
Q1 		$562K Sell
18,827
-819
-4% -$25.7K 0.05% 363
2024
Q4 		$617K Sell
19,646
-205
-1% -$6.37K 0.05% 383
2024
Q3 		$602K Sell
19,851
-400
-2% -$11.8K 0.04% 407
2024
Q2 		$599K Buy
20,251
+9,118
+82% +$261K 0.05% 344
2024
Q1 		$315K Buy
+11,133
New +$309K 0.04% 460

Other funds holding BUFQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Kingswood Wealth Advisors's BUFQ Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q4 2025, closing a stake of 11,882 shares — an estimated $414K sold.

Kingswood Wealth Advisors first reported a position in BUFQ in Q1 2024 and held it in 7 quarters. The position peaked at $617K in Q4 2024. 160 funds tracked by Wall St. Rank hold BUFQ as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining FT Vest Fund of Nasdaq-100 Buffer ETFs position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,882 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q4 2025, an estimated $414K.
  • Kingswood Wealth Advisors first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2024 and held it in 7 quarters.
  • Kingswood Wealth Advisors's FT Vest Fund of Nasdaq-100 Buffer ETFs position peaked at $617K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.